If you find yourself recreating the same folder structure each time a new project starts or a new sales opportunity is discovered, make your job a little easier with folder templates using the Advanced Folder Copy feature. In just a few clicks, Advanced Folder Copy lets you copy an entire folder hierarchy, including sample files, to another destination within Egnyte.
Create a Template
First, set up the basic folder structure that you can reuse as a template. This folder can have the desired sub-folders and sample files (e.g., budget template or project plan templates) already populated within the folders.
We recommend including "Template" in the name to avoid having another user accidentally make changes to the structure.
Apply a Template
When it's time to create a new project, simply click the box for the top-level template folder in the Web UI and select Move/Copy from the menu. You’ll find the Advanced Folder Copy option in the footer of the dialog. Click this to see the Advanced Copy dialog.
From here, you can select a destination (target) folder, appropriately name the copied folder, and add a description. You can also choose to inherit the source folder’s permissions or set new permissions yourself. If you're not sure of the difference between inherited permissions and non-inherited permissions, this article will help you make the best choice for your business needs.
Adjust these details as needed before clicking Copy to complete the operation. If you choose Setup new permissions after copying from the Permissions drop-down, the folder permissions dialog will automatically appear after you select Copy.
Keep these details in mind when using Advanced Folder Copy:
- Advanced Folder Copy is only available when copying an individual parent folder.
- Any files within the folder will also be copied. This is useful if you want to include base files in a template structure (e.g., an empty budget sheet).
- A folder description can only be set if you have Full or Owner permissions to the destination folder.
- Similarly, the option to reset permissions is only available if you have Owner permissions to the destination folder.